Customisation of your Account
Business Site Options
When customising the account for the customer, use the following configuration options:
Field | Description | Change to |
|---|---|---|
Ad Refresh Time | Time that each ad will display | Leave as default |
Auto Logoff | Time before Auto Log off of Staff, if no activity | Set to 24 hours |
Auto Archvive | Default option set to all folders for documents to be auto archived | Set to 60 months |
Upload Status | Document workflow status assigned to all documents on upload, either manually, or via AutoMate | Leave as default |
Planner Intervals | Length of each appointment | Leave as default |
Allowed file extension | An asterix, means Nimbus will accept all types of documents. If this needs to be locked down, each file extension must be added | Leave as default |
Set these options when customising an account:
Field | Description | Change to |
|---|---|---|
Auto Show Toolbar Text Labels | If enabled, moves the Toolbar icons to display a label rather than a Tool Tip | Leave as default |
Use Business Name as From Display Name | How the senders name is displayed on all outgoing emails from Nimbus by default. If deselected, system will display the staff members name who sends the email. | Set as enabled |
Restrict Drag & Drop Signing | If signature blocks are added to a PDF, system will not allow drag and drop signing | Set as enabled |
Use 2FA for Staff login | Mandatory for all Xero integrations. Let the system enable this if required, so leave disabled. | Set as disabled |
Use 2FA for password reset | Mandatory for all Xero integrations. Let the system enable this if required, so leave disabled. | Set as disabled |
Include comment in File Conversation email | System will include the file conversation in the email sent. | Set as enabled |
Day range | Relates to the appointment module | Leave as default |
Options for “Use Business Name as From Display Name”
Email Sent | Flag enabled | Flag disabled |
|---|---|---|
Welcome Email | Business Name | Default Employee |
File Conversation | Business Name | Staff logged in |
Manual publish file | Business Name | Staff logged in |
Email job (without email override) | Business Name | Default Employee |
Password Link Options
Field | Description | Change to |
|---|---|---|
Initial Expiry | Time an initial “Welcome Email” link will be valid | Set to “30 days” |
Reset Expiry | Time a secondary “Welcome Email” link / Reset Password link will be valid | Set to “24 hours” |